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Amazon.com Inc. (AMZN $233.65)
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Broadcom Inc. (AVGO $354.91)
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Alphabet Inc. (GOOGL $318.49)
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Microsoft Corporation (MSFT $373.07)
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NVIDIA Corporation (NVDA $183.91)
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Visa Inc. (V $308.29)
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S&P Global Inc. (SPGI $424.32)
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Arista Networks Inc. (ANET $146.05)
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Transdigm Group Incorporated (TDG $1,225.52)
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Axon Enterprise Inc. (AXON $351.33)
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Heico Corporation (HEI $293.22)
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Vertiv Holdings LLC Class A (VRT $287.64)
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.